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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,713 | $54,355-65.6% | $82,744-77.4% | $68,486-72.7% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -14.04% | -13.67%-0.4pp | 702.22%-716.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $909 | $2,219-59.0% | $3,008-69.8% | $2,597-65.0% |
| Participant deferral / active EE | $986 | $3,246-69.6% | $4,395-77.6% | $4,028-75.5% |
| Admin fee / account holder | $3,170 | $4,397-27.9% | $5,325-40.5% | $5,404-41.3% |